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Southern Co

SO
Exchange
NYSE
Industry
Electric Services
SEC CIK
0000092122

In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.

Other share classesSOJCSOJDSOJESOJFSOMN

13F holders, Q2 2024

Institutional positions in Southern Co as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,888
+88 vs. Q1 2024
Shares held
732.4M
+23.6M (+3.3%) vs. Q1 2024
Total value
$56.8B
+$5.96B (+11.7%) vs. Q1 2024
New holders
177
740 more added
Sold out
89
653 more reduced

25 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2024: 1,888 institutions
Q1 2021: 1,491 institutionsQ2 2021: 1,508 institutionsQ3 2021: 1,492 institutionsQ4 2021: 1,654 institutionsQ1 2022: 1,700 institutionsQ2 2022: 1,683 institutionsQ3 2022: 1,661 institutionsQ4 2022: 1,737 institutionsQ1 2023: 1,706 institutionsQ2 2023: 1,728 institutionsQ3 2023: 1,713 institutionsQ4 2023: 1,838 institutionsQ1 2024: 1,825 institutionsQ2 2024: 1,888 institutionsQ3 2024: 2,010 institutionsQ4 2024: 2,126 institutionsQ1 2025: 2,207 institutionsQ2 2025: 2,184 institutionsQ3 2025: 2,222 institutionsQ4 2025: 2,273 institutionsQ1 2026: 2,367 institutionsQ2 2026: 2,371 institutions
Value heldQ2 2024: $56.8B
Q1 2021: $39.2BQ2 2021: $38.3BQ3 2021: $39.1BQ4 2021: $43.9BQ1 2022: $47.3BQ2 2022: $47.2BQ3 2022: $46.0BQ4 2022: $49.1BQ1 2023: $48.8BQ2 2023: $48.8BQ3 2023: $44.9BQ4 2023: $49.1BQ1 2024: $51.0BQ2 2024: $56.8BQ3 2024: $66.9BQ4 2024: $61.4BQ1 2025: $69.0BQ2 2025: $70.8BQ3 2025: $74.6BQ4 2025: $69.6BQ1 2026: $76.2BQ2 2026: $79.9B
Institutions holding SO and their total value by quarter
QuarterHoldersValue
Q2 20262,371$79.9B
Q1 20262,367$76.2B
Q4 20252,273$69.6B
Q3 20252,222$74.6B
Q2 20252,184$70.8B
Q1 20252,207$69.0B
Q4 20242,126$61.4B
Q3 20242,010$66.9B
Q2 20241,888$56.8B
Q1 20241,825$51.0B
Q4 20231,838$49.1B
Q3 20231,713$44.9B
Q2 20231,728$48.8B
Q1 20231,706$48.8B
Q4 20221,737$49.1B
Q3 20221,661$46.0B
Q2 20221,683$47.2B
Q1 20221,700$47.3B
Q4 20211,654$43.9B
Q3 20211,492$39.1B
Q2 20211,508$38.3B
Q1 20211,491$39.2B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2024.

Institutions holding SO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lincoln National Corp0$00.00%−53,900−100.0%Sold out
First National Bank of Omaha0$00.00%−37,051−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−43,987−100.0%Sold out
Entropy Technologies, LP0$00.00%−43,926−100.0%Sold out
OneAscent Wealth Management LLC0$00.00%−40,854−100.0%Sold out
Concentric Capital Strategies, LP0$00.00%−39,357−100.0%Sold out
Capital Group Investment Management Pte. Ltd.0$00.00%−29,046−100.0%Sold out
Keene & Associates, Inc.0$00.00%−25,833−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−22,400−100.0%Sold out
Alberta Investment Management Corp0$00.00%−21,700−100.0%Sold out
Versor Investments LP0$00.00%−21,400−100.0%Sold out
Smith Group Asset Management, LLC0$00.00%−18,478−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−18,178−100.0%Sold out
Strategic Planning Group, LLC0$00.00%−17,517−100.0%Sold out
Quadrature Capital Ltd0$00.00%−16,280−100.0%Sold out
Summit Global Investments0$00.00%−15,275−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−15,246−100.0%Sold out
Nwam LLC0$00.00%−11,605−100.0%Sold out
Andra AP-fonden0$00.00%−10,900−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−8,851−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−8,642−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−8,529−100.0%Sold out
Groesbeck Investment Management Corp0$00.00%−8,100−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−7,423−100.0%Sold out
Delta Financial Group, Inc.0$00.00%−7,394−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−6,652−100.0%Sold out
OneAscent Financial Services LLC0$00.00%−6,385−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−6,278−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−5,798−100.0%Sold out
Juncture Wealth Strategies, LLC0$00.00%−5,766−100.0%Sold out
Qsemble Capital Management, LP0$00.00%−5,548−100.0%Sold out
BBR Partners, LLC0$00.00%−5,426−100.0%Sold out
Balentine LLC0$00.00%−5,302−100.0%Sold out
Wolverine Trading, LLC0$00.00%−5,215−100.0%Sold out
BEAM Asset Management, LLC0$00.00%−5,094−100.0%Sold out
Abn Amro Investment Solutions0$00.00%−4,948−100.0%Sold out
Relative Value Partners Group, LLC0$00.00%−4,832−100.0%Sold out
Beacon Investment Advisory Services, Inc.0$00.00%−4,664−100.0%Sold out
Radnor Capital Management, LLC0$00.00%−4,500−100.0%Sold out
Sierra Summit Advisors LLC0$00.00%−4,294−100.0%Sold out
Aviso Wealth Management0$00.00%−4,194−100.0%Sold out
Signal Advisors Wealth, LLC0$00.00%−4,018−100.0%Sold out
Frontier Asset Management, LLC0$00.00%−3,897−100.0%Sold out
Systematic Portfolios LLC0$00.00%−3,840−100.0%Sold out
Second Half Financial Partners, LLC0$00.00%−3,801−100.0%Sold out
Oak Family Advisors, LLC0$00.00%−3,638−100.0%Sold out
Marshall Wace, LLP0$00.00%−3,439−100.0%Sold out
Private Portfolio Partners LLC0$00.00%−3,380−100.0%Sold out
HC Advisors, LLC0$00.00%−3,340−100.0%Sold out
Dean Investment Associates, LLC0$00.00%−3,286−100.0%Sold out
Campbell Wealth Management0$00.00%−3,278−100.0%Sold out
Ironsides Asset Advisors, LLC0$00.00%−3,268−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−3,247−100.0%Sold out
Coho Partners, Ltd.0$00.00%−3,139−100.0%Sold out
Fort Washington Investment Advisors Inc0$00.00%−3,029−100.0%Sold out
Renasant Bank0$00.00%−2,905−100.0%Sold out
Sage Private Wealth Group, LLC0$00.00%−2,895−100.0%Sold out
Bank of Stockton0$00.00%−2,845−100.0%Sold out
Keating Investment Counselors Inc0$00.00%−2,843−100.0%Sold out
Arden Trust Co0$00.00%−2,805−100.0%Sold out
Ategra Capital Management, LLC0$00.00%−2,796−100.0%Sold out
Te Ahumairangi Investment Management Ltd0$00.00%−2,370−100.0%Sold out
Goodwin Investment Advisory0$00.00%−1,538−100.0%Sold out
New Covenant Trust Company, N.A.0$00.00%−1,121−100.0%Sold out
Avalon Trust Co0$00.00%−1,000−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−900−100.0%Sold out
Financial Synergies Wealth Advisors, Inc.0$00.00%−522−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−441−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−352−100.0%Sold out
Core Wealth Advisors, Inc.0$00.00%−300−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−200−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−200−100.0%Sold out
Private Ocean, LLC0$00.00%−147−100.0%Sold out
Elequin Capital LP0$00.00%−139−100.0%Sold out
Mma Asset Management LLC0$00.00%−91−100.0%Sold out
Global Assets Advisory, LLC0$00.00%−43,158−100.0%Sold out
Belmont Capital, LLC0$00.00%−3−100.0%Sold out
Credit Suisse AG––––Not filed
InterOcean Capital Group, LLC––––Not filed
CWA Asset Management Group, LLC––––Not filed
Steward Partners Investment Solutions, LLC––––Not filed
Wilbanks Smith & Thomas Asset Management LLC––––Not filed
Imprint Wealth LLC––––Not filed
Eudaimonia Advisors LLC––––Not filed
Degroof Petercam Asset Management––––Not filed
Derbend Asset Management––––Not filed
RIA Advisory Group LLC––––Not filed
Eudaimonia Partners, LLC––––Not filed
Summit Financial Group Inc––––Not filed
Cambridge Trust Co––––Not filed
Grey Street Capital, LLC––––Not filed
Connectus Wealth, LLC––––Not filed
ML & R Wealth Management LLC––––Not filed
Norwood Financial Corp––––Not filed
Coppell Advisory Solutions Corp.––––Not filed
Benedetti & Gucer, Inc.––––Not filed
FSA Wealth Management LLC––––Not filed
Lynwood Capital Management Inc.––––Not filed
Cutler Group LP––––Not filed
Highlander Capital Management, LLC––––Not filed